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Top 10 Myths about Dynamics 365

Myth 1: Microsoft Dynamics MICROSOFT DYNAMICS CRM is slow. Microsoft has committed a great deal into its server farms and into the technology supporting the environments. Users will find an immediate response time with MICROSOFT DYNAMICS CRM whether in their browser, mobile app, or outlook. Speed is only subject to the user's local internet bandwidth and computer specifications. Myth 2: A company cannot have separate environments with MICROSOFT DYNAMICS CRM. MICROSOFT DYNAMICS CRM can be deployed online just as it is on-premise. For instance, organizations can have development, staging/testing, and production environments. Microsoft includes additional environments at different tiers based on the number of user licenses. The first tier starts at 25 users in which a development environment is included at no additional cost. There are capabilities to copy configurations from one environment to another enabling classical developmental methodologies. Myth 3: Data is not se...

Dynamics 365 Enterprise Field Service

What is Field Service and why people use? What is Field Service? Microsoft Dynamics 365 Field Service is a component used to manage a workforce while delivering products services to customer locations in well-timed, all from within Microsoft Dynamics 365 environment.  It accommodate to changing needs as your organization extend and to new markets and geographies and could add more workflows and detailed scopes to your services.  A large number of factors that are constantly changing make Field Service management a real challenging task.  Every job assignment decision must consider all the factors to make sure you get the right person with the right resource at the right time.  Some of the factors may include field resource, current location, customer availability, parts, job duration, the promise date and a time window, and the Service Legal Agreement among many others.  The goal is to pick the right person with the right skills in the right place at the r...

Duplicate Detection custom plugin C# Dynamics CRM 2016,2013,2011

using Microsoft.Xrm.Sdk; using Microsoft.Xrm.Sdk.Query; using System; using System.Collections.Generic; using System.Linq; using System.Text; using System.Threading.Tasks; namespace DuplicateDetection {     public class Plugin : IPlugin     {         void IPlugin.Execute(IServiceProvider serviceProvider)         {             IPluginExecutionContext context             = (IPluginExecutionContext)serviceProvider.GetService(typeof(IPluginExecutionContext));             IOrganizationServiceFactory serviceFactory     = (IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory));             IOrganizationService service     ...

CRM 2013 Outlook not responding in Mail Merge

HI All In this article I will update you  the Dynamics CRM 2013 SP1 I am facing issue in Mail Merge . -In Dynamics CRM 2013 RTM Mail Merge send Email successfully but Activity windows stuck getting this error. Microsoft.Crm.Application.Outlook.WebFormsHost.exe has stopped working. -In Dynamics CRM 2013 Rollup 1 and Rollup2  .Mail Merge Button is not perform any function after click. Solution: After installing Dynamics CRM 2013 Sp1 Mail Merge for Outlook is working fine.

Retrieve Entity and EntityCollection From CRM 2011 Plugin C#

For EntityCollection    private EntityCollection RetrieveEntityByAttribute(ref IOrganizationService service, string _Entity, string[] _ColumnSet, string[] _AttributeRange, object[] _AttributeValue)         {             EntityCollection mcs_QueueItemComplaint = null;             ColumnSet Indexcol = new ColumnSet(_ColumnSet);             QueryByAttribute indexattribute = new QueryByAttribute();             indexattribute.EntityName = _Entity;             indexattribute.Attributes.AddRange(_AttributeRange);             indexattribute.Values.AddRange(_AttributeValue);             indexattribute.ColumnSet = Indexcol;             RetrieveMultipleRequest req_index = new RetrieveMultipleRequest();     ...

Disable All Fields Microsoft Dynamics CRM

For CRM 2011: function DisableForm() {     Xrm.Page.ui.controls.forEach(         function (control, index)         {             if (control.getControlType() != "subgrid")                 control.setDisabled(true);         }); }   For CRM 4: function ToggleFormFields(disable) {     for (var i = 0; i < crmForm.all.length; i++)     {         if (crmForm.all[i].req)         {             crmForm.all[i].Disabled = disable;         }     } }

Step by Step Guide to Migrating CRM 4.0 to CRM 2011

There are 2 ways you can do a migration from Microsoft CRM 4.0 to Microsoft CRM 2011 on-premise: an in-place migration where you upgrade the existing CRM 4.0 install to CRM 2011 using the very same server(s) OR an upgrade where you migrate to a new CRM 2011 server(s). Here is a step by step guide to migrating using this 2nd approach (where you have new server(s) that will host CRM 2011): 1. Perform a fresh install of Microsoft CRM 2011 on a new server(s). You can have 1 server that hosts both the web application and the SQL databases or you can have 2 servers: 1 to host the web application and 1 to host the SQL databases. 2. Make a backup using SQL Server Management Studio of your existing CRM 4.0 sql organization database (it will have a name like OrganizationName_MSCRM). 3. Physically copy the backup from step 2 to your new server that will be hosting the SQL Server 2008 databases behind your CRM 2011 install. 4. Create a new sql server databa...

Only one usage of each socket address (protocol/network address/port) is normally permitted

Problem : I had a web service proxy, generated automatically from the CrmServiceWsdl.wsdl file of the Microsoft Dynamics CRM 4.0. 2. I was loading a big amount of data to the CRM via the web services. 3. In the middle of the load I was getting the following error: Unable to connect to the remote server System.Net.Sockets.SocketException: Only one usage of each socket address (protocol/network address/port) is normally permitted. Solution : This is my Service Method string url = http://localhost:5555/MSCrmServices/2007/CrmService.asmx ; string organizationName = "cmt" ; CrmAuthenticationToken token = new CrmAuthenticationToken (); token.AuthenticationType = 0; token.OrganizationName = organizationName; _crmService = new CrmService (); _crmService.Url = url; _crmService.CrmAuthenticationTokenValue = token; _crmService.Credentials = System.Net. CredentialCache .DefaultCredentials; Just two more line add in this method   _crmService.PreAuth...

Menu Item and FlyoutAnchor in Dynamics Crm 2011

In CRM 4 we have easily Add Menu Item in every page through ISV.config but most of the customer required Menu Item Should be display in CRM 2011 Ribbon.so  < FlyoutAnchor>  Tag will ADD Menu Item in Every CRM 2011 Entity. < FlyoutAnchor Id = " Contoso " Sequence = " 26 " Command = " Cmd_Action_test.sub " LabelText = " Contoso " Alt = " Contoso " PopulateOnlyOnce = " false " PopulateDynamically = " false " TemplateAlias = " o1 " > < Menu Id = " B_formtest1.menu " > < MenuSection Id = " Contoso.MenuSection\ " Sequence = " 23 " > < Controls Id = " FA_EForm.control1 " > < Button Id = " Contoso.Contoso1 " Command = " Cmd_Action_test.Contoso1 " Sequence = " 24 " LabelText = " Contoso 1 " Alt = " Contoso 1 " /...

Microsoft Dynamics CRM Sales Process

Can't add a picklist to a form CRM 2011 Rollup 13

Incompatibility in IE 10. (a) Run IE9/IE8 (works always ). (b) Try to run IE10 in backwards compatibility mode (works often). (c) Wait for an update for CRM/IE10 (works slowly and seldom). As a side note, I can tell that when I was having that issue, I noticed that by using a remote desktop to our development environment (or at least a virtual machine, e.g. VirtualBox, wouldn't you have access to an external environment), one could omit the whole issue sans having to degrade to an earlier version of IE. BE a part of My Network : Thanks & Regards, Rizwan Ahmed Software Engineer And Microsoft Dynamics Technical Consultant Cell Phone: +92 332 3588699   LinkedIn | Twitter | Facebook | Blog | Skype | Dynamics